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Lazard Global Total Return & Income Fund shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Lazard Global Total Return & Income Fund (LGI) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Lazard Global Total Return & Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Lazard Global Total Return & Income Fund held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lazard Global Total Return & Income Fund by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.9k 102 18.48

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Invesco Qqq Tr Unit Ser 1 (QQQ)
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Comfort Systems USA (FIX)
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View all positions for SRS Capital Advisors

Top funds holding Lazard Global Total Return & Income Fund

Morgan Stanley
Guggenheim Capital, LLC Managers
Raymond James Financial
LPL Financial
Stifel Financial
Wells Fargo & Company
Royal Bank of Canada
Advisor Group Holdings
Steward Partners Investment Advisory
UBS Group
Evolve Private Wealth
Flagship Harbor Advisors
Benjamin Edwards
Wiley Bros.-aintree Capital
Bank of America Corporation

View all funds holding Lazard Global Total Return & Income Fund